The Vice President, Client Relationship Manager is responsible for providing the highest level of wealth management services to Lido's clients. Working hand-in-glove with the Senior Wealth Manager, this person must be detail-oriented, analytical, and passionate about client service and investments. The Vice President, Client Relationship Manager will directly support the Senior Wealth Manager's existing book of clients, acting as an essential and indispensable resource to both Lido clients and the Senior Wealth Manager.
Lido's clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients.
Duties and Responsibilities
Requirements
We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.
Salary Description $90,000 - $110,000
Vice President, Client Relationship Manager • Bellevue, WA, United States
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